Eric Hahn Email & Phone Number

Philadelphia, Pa, Us

North Port, Florida, United States

Florida, United States

• Provide Program management, functional, and business analysis in a large retirement services transformation program. Includes modernization of core applications and migrating to Cloud/mainframe modernization.• Engage with Client during planning and analysis phase to gather requirements for the SOW as well as uncover roadblocks & opportunities for enhancements.• Develop and refine a project roadmaps ensuring all deliverables are accounted for and planned according to dependencies and end user value• Write, maintain, and become the SME for application epics, features, and capabilities for both legacy and modernized environments.• Map out and build application and business process flows within the legacy environment to inform project architects on best practices for modernization• Assist in informing and taking ownership of items on RAID log• Liaison with the client, product management, and technology teams to ensure cohesion within the engagement and minimize the risk of rework or missed deliverables.• Write and carry out UAT scripts to certify the functional accuracy of project deliverables• Promote and execute Agile methodologies ( PI-planning, daily stand ups, scrum of scrums etc) in every aspect of the project to achieve the highest engagement outcomes.• Engage in firm building activities (Ie. Additional skill training, new engagement proposals, lead domain knowledge sessions.• Assist in building client SOP’s to help with process/application rollout.• Maintain and record updates of Epics, features, user stories within JIRA to track progress within the project roadmap.

Greater Philadelphia Area

• Directly responsible for maintaining, Trading, and servicing UMA/SMA accounts with PNC’s Asset Management Group• Trade accounts daily for Disbursements, RMD’s, Tax Harvests, Deposits, Allocation changes• Trade accounts daily for allocation drift as well as liquidation of non-model securities.• Participate in the trading of quarterly global model allocation changes as well as work directly with AMG’s strategy team to develop the new allocation rollout.• Help foster a frictionless relationship between the Overlay team and the investment officers/ FA’s procuring PNC’s client accounts. • Frequently Engages with various Technology teams to implement system upgrades to ensure business continuity as well as new product roll outs (ie.Tax optimization trading systems).• Regression test new system applications for full functionality using QA&UAT testing environments.• Utilize data & analytics programs and Tableau to monitor and forecast business needs as well as industry trends.• Lead liaison and point of contact for third party SMA Managers for both inquiries and SMA model updates.• Assist with procuring and inauguration of new Mutual Fund and SMA Managers to PNC’s investment universe.• Work closely with other vital AMG departments such as Performance, Strategy, and investment advisor research to ensure PNC executes strategy follows through with their fiduciary responsibility.• Trade and document client account trade errors in an expedient and efficient manner to avoid further company loss.• Work closely with PNC’s broker (Cowen) to achieve the best possible execution outcomes via limit orders, market not held, VWAP, or overnight ADR conversion trades.• Review, distribute, communicate and process voluntary & mandatory Corporate Action notices/elections.• Liaison with CRM/Trade management SaaS provider to ensure system continuity & account data accuracy.

Wlmington Delaware

• Provide exceptional service to over 16,000 financial advisors for the Portfolio Management, Consultant Group Advisor, as well as Unified and Separately Managed Account (UMA/SMA) platforms containing over $1 Trillion in assets. • Act as overall SME and relationship manager with product/compliance and investment guideline protocol.• Assist advisors with prospecting, proposal generation, pricing, portfolio creation, liquidation, allocation and trade implementation, performance reporting and account termination.• Provide proactive education to advisors and branch staff regarding product specifics, policies, procedures, pricing strategies and benchmarking portfolios.• Direct engagement in building and executing discretionary block trades as well as individual non-discretionary trades. • Coordinated targeted branch training sessions regarding business scalability practices, system utilization education and provided platform feedback and user stories to product managers.• Conducted new application and feature testing in QA environment for Portfolio Management, Consultant group advisor, UMA, and SMA trading platforms to ensure quality system updates.• Visited branches to educate, assist, and sell financial advisors and other branch faculty on Consultant Group products.• Guided branches in creating and maintaining quarterly compliance due diligence files as well as establishing proper and accurate suitability profiles/ KYC/AML data.

Weekly blog on all things market, investing and economics.

Fort Washington, Pa

• Fielded over 45 calls per day from clients, internal and external wholesalers, Financial Advisors and support staff from various wire house/banks including Morgan Stanley, Merrill Lynch, UBS, Chase, Wells Fargo, and others regarding annuities, insurance and other retirement products.• Educated clients on wide ranging aspects of retirement products/tax advantages/rules and regulations. • Serviced Financial Advisors with contract investment reallocations, disbursements, new business and contract maintenance. • Provided education and assistance to the internal sales desk about new business and product knowledge in order to generate a quality experience between Prudential and outside annuity producers.• Managed relations with internal business units such as tax, disbursements, customer relations, accounting and trade processing to ensure proper execution of contract specifications.• Liaison between case managers of new business and problem cases (exceptions/compliance) and advisors to ensure an easy and prompt resolution.